Balance Sheet Management USA 2026
Balance Sheet Management USA is a CeFPro-organised event for bank treasury, ALM, balance sheet, and capital/liquidity risk professionals.
- Dates
- October 27–28, 2026
- City
- Charlotte, North Carolina
About
CeFPro describes itself as a global knowledge hub for financial risk professionals that produces events, peer-led industry insights, and market intelligence reports. The 2026 speaker lineup is growing, with more speakers and sessions added as the event approaches.
Who you'll find in the room
Bank treasury, ALM, balance sheet, and capital/liquidity risk professionals
Professionals working across bank treasury, ALM, balance sheet, and capital/liquidity risk.
Featured speakers
22 listedAlex Cannon
Senior Director Manager - Product Strategy · Moody's
Armel Kouassi
Global Head of Asset Liability Management · Northern Trust
Aykut Zeren
SVP, Senior Director, Head of Capital & Liquidity Risk Oversight · KeyBank
Brian Gilbert
Chief Banking Officer · Empyrean Solutions
Bob Gei
Regional Treasurer & Managing Director · Bank of America
Charlene Bian
Managing Director - Product Management · Moody's
Christina Victor
Executive Director - Capital & Balance Sheet Management · Sumitomo Mitsui Banking Corporation
Frank Henry
Head of Funding Desk · Ally
Jem Solomon
Director, Investment Portfolio Strategy and Analytics · Wells Fargo
Jennifer Imler
Head of Balance Sheet Advisory · Truist
Justin Chelland
SVP Head of ALM Analytics · Citizens Financial Group
Krishan Mamtora
Head of Product (Liquidity and Revenue) · Western Alliance Bank
Kyle Szeliga
Head of Balance Sheet Management · Huntington National Bank
Luke Makai
Executive Director, Treasury Banking and Risk Industry Expert
Nate Lauritzen
Audit Director · Western Alliance Bank
Peter Cai
EVP, Chief Market & Treasury Risk Officer · KeyBank
Philipe Berman
Global Head of Liquidity Risk Management · TD Bank Group
Rob Demilio
Managing Director - Head of Interest Rate Risk and CFO Market Risk · Bank of America
Ryan Hergrueter
Balance Sheet & Capital Management Head · BNY
Shravya Yarlagadda
Director, Treasury ALM · BNY
Simon Zhang
Senior Vice President · Wells Fargo
Tom Vasel
Director, Head of ALM & IRR Oversight · KeyBank
Questions people ask
5 answeredBalance Sheet Management USA 2026 runs October 27–28, 2026.
Balance Sheet Management USA 2026 is held in Charlotte, North Carolina.
The audience includes bank treasury, ALM, balance sheet, and capital/liquidity risk professionals.
It can be worth attending if the agenda and speaker relevance match your objectives; compare those factors with travel and ticket cost before deciding.
Business casual is a common default for professional conferences. Check the organizer's attendee guidance for any event-specific instruction.
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